摘要：CNN —US stocks dropped sharply Monday morning after a surprise advancement from a Chinese artificial intelligence company, DeepSee
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A shocking Chinese AI advancement called DeepSeek is sending US stocks plunging
By David Goldman and Matt Egan, CNN
Updated 9:31 AM EST, Mon January 27, 2025
中国惊人AI突破DeepSeek 致美股暴跌
作者：大卫·戈德曼、马特·伊根本，美国有线电视新闻网（CNN）
CNN 3分钟阅读
美国东部时间2025年1月27日 周一 上午9:31更新
DeepSeek said it had spent just $5.6 million trAIning its newest AI model, compared with the billions of dollars US companies spend on their AI technologies.
Greg Baker/AFP/Getty Images
DeepSeek称其训练最新AI模型仅花费560万美元，而美国公司在AI技术上的投入高达数十亿美元。
格雷格·贝克/法新社/盖蒂图片社
CNN — US stocks dropped sharply Monday morning after a surprise advancement from a Chinese artificial intelligence company, DeepSeek, threatened the aura of invincibility surrounding America’s technology industry.
美国有线电视新闻网（CNN）报道，周一上午，美国股市大幅下跌。起因是中国人工智能公司DeepSeek出人意料的技术突破，对美国科技行业不可战胜的光环构成威胁。
DeepSeek, a one-year-old startup, revealed a stunning capability: It presented a ChatGPT-like AI model called R1, which has all the familiar abilities, operating at a fraction of the cost of OpenAI’s, Google’s or Meta’s popular AI models. The company said it had spent just $5.6 million training its newest AI model, compared with the hundreds of millions or billions of dollars US companies spend on their AI technologies. The Wall Street Journal first reported the ultra-low cost.
That sent shockwaves through markets, in particular the tech sector, on Monday.
The Dow opened about 369 points, or 0.8%, lower. The S&P 500 fell by 2% and the tech-heavy Nasdaq plunged by 3.6%. The Nasdaq hasn’t closed 4% lower since September 2022.
META last week said it would spend upward of $65 billion this year on AI development. Sam Altman, CEO of OpenAI, last year said the AI industry would need trillions of dollars in investment to support the development of in-demand chips needed to power the electricity-hungry data centers that run the sector’s complex models.
Marc Andreessen, a supporter of President Donald Trump and one of the world’s leading tech investors, called DeepSeek “one of the most amazing and impressive breakthroughs I’ve ever seen,” in a post on X.
The stunning achievement from a relatively unknown AI startup becomes even more shocking when considering that the United States for years has worked to restrict the supply of high-power AI chips to China, citing national security concerns. That means DeepSeek was able to achieve its low-cost model on under-powered AI chips.
DeepSeek是一家成立仅一年的初创公司，它展示了一项惊人的能力：推出了类似ChatGPT的AI模型R1，具备人们熟知的各类功能，但其训练成本仅为OpenAI、谷歌或Meta热门AI模型的一小部分。该公司表示，训练其最新AI模型仅花费560万美元，而美国公司在AI技术上的投入动辄数亿甚至数十亿美元。《华尔街日报》最先报道了这一超低的成本。
这一消息于周一在市场，尤其是科技板块引发强烈震动。
道琼斯工业平均指数开盘下跌约369点，跌幅0.8%。标准普尔500指数下跌2%，以科技股为主的纳斯达克指数暴跌3.6%。自2022年9月以来，纳斯达克指数还未出现过单日跌幅达4%的收盘情况。
Meta上周表示，今年将在AI开发上投入超过650亿美元。OpenAI首席执行官山姆·奥特曼去年称，AI行业需要数万亿美元的投资，以支持开发所需的芯片，这些芯片为运行该行业复杂模型的高能耗数据中心提供动力。
唐纳德·特朗普总统的支持者、全球顶尖科技投资人之一马克·安德森在X平台发文，称DeepSeek的成果“是我见过最惊人、令人印象深刻的突破之一”。
考虑到美国多年来以国家安全为由，限制向中国供应高性能AI芯片，这家相对籍籍无名的AI初创公司取得的惊人成就就更显震撼。这意味着DeepSeek是在性能欠佳的AI芯片上实现了低成本模型。
US tech stocks got hammered Monday morning. Nvidia (NVDA), the leading supplier of AI chips, whose stock more than doubled in each of the past two years, fell 12%. Meta (META) and Alphabet (GOOGL), Google’s parent company, were also down sharply, as were Marvell, Broadcom, Palantir, Oracle and many other tech giants.
That dragged down the broader stock market, because tech stocks make up a significant chunk of the market — tech constitutes about 45% of the S&P 500, according to Keith Lerner, analyst at Truist.
周一上午，美国科技股遭受重创。AI芯片的领先供应商英伟达（NVDA）股价下跌12%，其股票在过去两年每年涨幅都超一倍。Meta（META）和谷歌母公司Alphabet（GOOGL）股价也大幅下跌，美满电子、博通、帕兰提尔、甲骨文等众多科技巨头亦是如此。
这拖累了整体股市，因为科技股在市场中占比重大。 Truist分析师基思·勒纳指出，科技股约占标准普尔500指数的45%。
“The bottom line is the US outperformance has been driven by tech and the lead that US companies have in AI,” Lerner said. “The DeepSeek model rollout is leading investors to question the lead that US companies have and how much is being spent and whether that spending will lead to profits (or overspending).”
This week kicks off a series of tech companies reporting earnings, so their response to the DeepSeek stunner could lead to tumultuous market movements in the days and weeks to come.
But one achievement, albeit a gobsmacking one, may not be enough to counter years of progress in American AI leadership. And a massive customer shift to a Chinese startup is unlikely. So the market selloff may be a bit overdone — or perhaps investors were looking for an excuse to sell.
“Time will tell if the DeepSeek threat is real — the race is on as to what technology works and how the big Western players will respond and evolve,” said Michael Block, market strategist at Third Seven Capital. “Markets had gotten too complacent on the beginning of the Trump 2.0 era and may have been looking for an excuse to pull back — and they got a great one here.”
勒纳表示：“关键在于，美国股市的优异表现由科技股推动，且美国公司在AI领域占据领先。DeepSeek模型的推出，让投资者质疑美国公司的领先地位，以及投入的资金是否过多，这些投入能否带来利润（还是过度支出）。”
本周一系列科技公司将开始公布财报，它们对DeepSeek惊人成果的反应，可能在未来几天或几周内引发市场的剧烈波动。
然而，仅凭这一项惊人成就，或许不足以抗衡美国在AI领域多年的领先发展。而且，大规模客户转向一家中国初创公司的可能性不大。所以，市场抛售可能有些过度，也许投资者只是在寻找一个卖出的借口。
Third Seven Capital市场策略师迈克尔·布洛克表示：“DeepSeek的威胁是否真实，时间会给出答案。这场竞赛关乎哪种技术可行，以及西方大型企业将如何应对和发展。市场对特朗普2.0时代的开局过于自满，可能一直在寻找回调的借口，而现在他们找到了一个绝佳理由。”
文章来源：CNN新闻网站
参考译文及笔记：英语老师弗雷德人工手打
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